The Ameriflex Group
Assets Under Management
$9.4B
Number of Clients
16,688
Number of Advisors
167
Average Client AUM
$561K
AUM per Advisor
$56.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The AmeriFlex Group provides investment advisory services through a network of advisory affiliates. Services are tailored to each client's investor profile and can be discretionary or non-discretionary. They offer Cambridge Managed Account Platform (CMAP), WealthPort Wrap programs, Third Party Money Manager Selection, and Financial Planning & Consulting. Investment advice covers various securities, mutual funds, ETFs, and more.
Fee Structure
Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
Areas of Practice
Location
8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113